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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,031 | $78,690-93.6% | $161,489-96.9% | $87,485-94.2% |
| Participation rate | 88.9% | 67.5%+21.4pp | 78.7%+10.2pp | 68.9%+20.0pp |
| Annual return | 30.39% | 32.74%-2.4pp | 89.72%-59.3pp | 26.06%+4.3pp |
| Employer contribution / active EE | $836 | $2,588-67.7% | $4,268-80.4% | $2,596-67.8% |
| Participant deferral / active EE | $1,040 | $3,311-68.6% | $5,630-81.5% | $4,274-75.7% |
| Admin fee / account holder | $165 | $6,724-97.5% | $16,006-99.0% | $7,775-97.9% |